Berman Capital Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $29K | Buy |
755
+46
| +6% | +$1.77K | ﹤0.01% | 869 |
|
|
2021
Q2 | $26K | Buy |
709
+18
| +3% | +$660 | ﹤0.01% | 816 |
|
|
2021
Q1 | $28K | Buy |
691
+27
| +4% | +$1.09K | 0.01% | 678 |
|
|
2020
Q4 | $23K | Buy |
664
+71
| +12% | +$2.46K | 0.01% | 629 |
|
|
2020
Q3 | $16K | Hold |
593
| – | – | ﹤0.01% | 655 |
|
|
2020
Q2 | $17K | Buy |
593
+274
| +86% | +$7.86K | ﹤0.01% | 597 |
|
|
2020
Q1 | $7K | Buy |
319
+237
| +289% | +$5.2K | ﹤0.01% | 794 |
|
|
2019
Q4 | $3K | Buy |
82
+4
| +5% | +$146 | ﹤0.01% | 1127 |
|
|
2019
Q3 | $2K | Sell |
78
-475
| -86% | -$12.2K | ﹤0.01% | 1214 |
|
|
2019
Q2 | $23K | Buy |
553
+88
| +19% | +$3.66K | 0.01% | 477 |
|
|
2019
Q1 | $18K | Buy |
465
+444
| +2,114% | +$17.2K | 0.01% | 483 |
|
|
2018
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1244 |
|